[转帖]两会点燃节能减排新行情
<br/><p style="BACKGROUND: #f7fff3; LINE-HEIGHT: 16.5pt"><span style="FONT-SIZE: 10.5pt; COLOR: black; FONT-FAMILY: ˎ̥"><span style="mso-spacerun: yes"> </span></span><span style="FONT-SIZE: 10.5pt; COLOR: black; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥">目前，中国经济已经到了迫切需要转变经济增长方式的地步，无论是劳动力成本上升，还是资源及环境的压力，都预示着中国到了一个需要强调</span><span lang="EN-US" style="FONT-SIZE: 10.5pt; COLOR: black; FONT-FAMILY: ˎ̥">“</span><span style="FONT-SIZE: 10.5pt; COLOR: black; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥">结构和增长方式转变</span><span lang="EN-US" style="FONT-SIZE: 10.5pt; COLOR: black; FONT-FAMILY: ˎ̥">”</span><span style="FONT-SIZE: 10.5pt; COLOR: black; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥">的阶段，而节能减排则是公认的转变经济增长方式、调整经济结构的重要手段。最近的国务院工作会议重申将加快经济增长方式的转变，节能减排与新兴</span><span lang="EN-US" style="FONT-SIZE: 10.5pt; COLOR: black; FONT-FAMILY: ˎ̥"><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥"><span lang="EN-US">能源</span></span></span><span style="FONT-SIZE: 10.5pt; COLOR: black; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥">产业的战略地位将愈加突出。</span><span lang="EN-US" style="FONT-SIZE: 10.5pt; COLOR: black; FONT-FAMILY: ˎ̥"><?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /><o:p></o:p></span></p>
<p style="BACKGROUND: #f7fff3; LINE-HEIGHT: 16.5pt"><span style="FONT-SIZE: 10.5pt; COLOR: black; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥"> 在地方两会上，低碳经济与新</span><span lang="EN-US" style="FONT-SIZE: 10.5pt; COLOR: black; FONT-FAMILY: ˎ̥"><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥"><span lang="EN-US">能源</span></span></span><span style="FONT-SIZE: 10.5pt; COLOR: black; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥">受到普遍热捧。北京、上海、重庆、江苏等省市两会成果均将因地制宜，大力扶植与发展本地低碳产业与新兴</span><span lang="EN-US" style="FONT-SIZE: 10.5pt; COLOR: black; FONT-FAMILY: ˎ̥"><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥"><span lang="EN-US">能源</span></span></span><span style="FONT-SIZE: 10.5pt; COLOR: black; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥">产业作为未来工作重点。预计在下周即将召开的两会上，这种热情必然会持续升温，两会行情悄然涌现。有关人士分析，相关产业政策有望在今年两会上得以确认。新</span><span lang="EN-US" style="FONT-SIZE: 10.5pt; COLOR: black; FONT-FAMILY: ˎ̥"><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥"><span lang="EN-US">能源</span></span></span><span style="FONT-SIZE: 10.5pt; COLOR: black; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥">发展规划、节能减排规划、新</span><span lang="EN-US" style="FONT-SIZE: 10.5pt; COLOR: black; FONT-FAMILY: ˎ̥"><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥"><span lang="EN-US">能源</span></span></span><span style="FONT-SIZE: 10.5pt; COLOR: black; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥">汽车发展规划等产业政策有望在今年上半年出台。两会后产业政策的陆续落实将成为行业热度的延续性推动力，将促使低碳主题反复被热捧。以节能减排为导向的低碳经济主题将贯穿</span><span lang="EN-US" style="FONT-SIZE: 10.5pt; COLOR: black; FONT-FAMILY: ˎ̥">2010</span><span style="FONT-SIZE: 10.5pt; COLOR: black; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥">年。专家表示，从政策角度而言，节能减排产业潜在机会值得积极布局。</span><span lang="EN-US" style="FONT-SIZE: 10.5pt; COLOR: black; FONT-FAMILY: ˎ̥"><o:p></o:p></span></p>
<p style="BACKGROUND: #f7fff3; LINE-HEIGHT: 16.5pt"><span style="FONT-SIZE: 10.5pt; COLOR: black; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥"> 新</span><span lang="EN-US" style="FONT-SIZE: 10.5pt; COLOR: black; FONT-FAMILY: ˎ̥"><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥"><span lang="EN-US">能源</span></span></span><span style="FONT-SIZE: 10.5pt; COLOR: black; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥">汽车作为节能减排行业的热点领域，目前已经具备相对成熟的应用技术和日趋向好的市场环境，在政策刺激下，有望成为未来市场热点中的热点。去年</span><span lang="EN-US" style="FONT-SIZE: 10.5pt; COLOR: black; FONT-FAMILY: ˎ̥">12</span><span style="FONT-SIZE: 10.5pt; COLOR: black; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥">月上旬的国务院常务会议决定，</span><span lang="EN-US" style="FONT-SIZE: 10.5pt; COLOR: black; FONT-FAMILY: ˎ̥">“</span><span style="FONT-SIZE: 10.5pt; COLOR: black; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥">将节能与新</span><span lang="EN-US" style="FONT-SIZE: 10.5pt; COLOR: black; FONT-FAMILY: ˎ̥"><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥"><span lang="EN-US">能源</span></span></span><span style="FONT-SIZE: 10.5pt; COLOR: black; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥">汽车示范推广试点城市由</span><span lang="EN-US" style="FONT-SIZE: 10.5pt; COLOR: black; FONT-FAMILY: ˎ̥">13</span><span style="FONT-SIZE: 10.5pt; COLOR: black; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥">个扩大到</span><span lang="EN-US" style="FONT-SIZE: 10.5pt; COLOR: black; FONT-FAMILY: ˎ̥">20</span><span style="FONT-SIZE: 10.5pt; COLOR: black; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥">个，并选择</span><span lang="EN-US" style="FONT-SIZE: 10.5pt; COLOR: black; FONT-FAMILY: ˎ̥">5</span><span style="FONT-SIZE: 10.5pt; COLOR: black; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥">个城市进行对私人购买节能与新</span><span lang="EN-US" style="FONT-SIZE: 10.5pt; COLOR: black; FONT-FAMILY: ˎ̥"><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥"><span lang="EN-US">能源</span></span></span><span style="FONT-SIZE: 10.5pt; COLOR: black; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥">汽车给予补贴试点</span><span lang="EN-US" style="FONT-SIZE: 10.5pt; COLOR: black; FONT-FAMILY: ˎ̥">”</span><span style="FONT-SIZE: 10.5pt; COLOR: black; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥">。私人购买新</span><span lang="EN-US" style="FONT-SIZE: 10.5pt; COLOR: black; FONT-FAMILY: ˎ̥"><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥"><span lang="EN-US">能源</span></span></span><span style="FONT-SIZE: 10.5pt; COLOR: black; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥">汽车补贴因此正式提上日程，成为新</span><span lang="EN-US" style="FONT-SIZE: 10.5pt; COLOR: black; FONT-FAMILY: ˎ̥"><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥"><span lang="EN-US">能源</span></span></span><span style="FONT-SIZE: 10.5pt; COLOR: black; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥">汽车市场的一个关键突破。随着国家鼓励新</span><span lang="EN-US" style="FONT-SIZE: 10.5pt; COLOR: black; FONT-FAMILY: ˎ̥"><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥"><span lang="EN-US">能源</span></span></span><span style="FONT-SIZE: 10.5pt; COLOR: black; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥">车消费的政策出台并逐步实施，</span><span lang="EN-US" style="FONT-SIZE: 10.5pt; COLOR: black; FONT-FAMILY: ˎ̥">2010</span><span style="FONT-SIZE: 10.5pt; COLOR: black; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥">年有望成为新</span><span lang="EN-US" style="FONT-SIZE: 10.5pt; COLOR: black; FONT-FAMILY: ˎ̥"><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥"><span lang="EN-US">能源</span></span></span><span style="FONT-SIZE: 10.5pt; COLOR: black; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥">汽车真正走向市场的开端。中炬高新、科力远、中国宝安、杉杉股份等上市公司作为新</span><span lang="EN-US" style="FONT-SIZE: 10.5pt; COLOR: black; FONT-FAMILY: ˎ̥"><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥"><span lang="EN-US">能源</span></span></span><span style="FONT-SIZE: 10.5pt; COLOR: black; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥">汽车产业链上的佼佼者，将优先分享新</span><span lang="EN-US" style="FONT-SIZE: 10.5pt; COLOR: black; FONT-FAMILY: ˎ̥"><span lang="EN-US" style="FONT-FAMILY: 宋体; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥"><span lang="EN-US">能源</span></span></span><span style="FONT-SIZE: 10.5pt; COLOR: black; mso-ascii-font-family: ˎ̥; mso-hansi-font-family: ˎ̥">汽车行业盛宴。</span><span lang="EN-US" style="FONT-SIZE: 10.5pt; COLOR: black; FONT-FAMILY: ˎ̥"><o:p></o:p></span></p>
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